About the role
Overview
Must have your P&C license in PA and live in the greater Philadelphia area.
Join our dynamic team as an In-Person Customer Service Representative and Sales Hybrid! This exciting role combines the energy of face-to-face customer interactions with the strategic skills of sales and insurance consultation. You will serve as a trusted advisor, helping clients navigate their insurance options while delivering exceptional service in a vibrant, community-focused environment. Your enthusiasm and proactive approach will drive customer satisfaction and business growth, making a real difference in people's lives every day.
Duties
- Greet customers warmly and establish rapport to understand their insurance needs and financial goals
- Educate clients on various insurance products including property casualty, health, life, and benefits administration options
- Conduct in-person consultations to recommend tailored insurance solutions that meet client requirements
- Manage sales administration tasks such as processing quotes, policy applications, and client documentation using CRM systems and Microsoft Office tools
- Negotiate policy terms with clients to ensure mutual satisfaction while adhering to insurance regulations and compliance standards
- Build long-term customer relationships through ongoing communication, follow-up, and personalized service strategies
- Support telemarketing efforts by engaging potential clients and scheduling appointments for in-depth consultations
Skills
- Proven experience in outside sales, retail sales, or insurance sales with a focus on client engagement and relationship building
- Strong negotiation skills to effectively close sales and address client concerns
- Excellent communication skills in both bilingual (or multilingual) settings to serve diverse communities
- Knowledge of commercial insurance, property casualty, health, life, and benefits administration products
- Familiarity with CRM systems proficiency for managing customer data and sales pipelines
- Analysis skills to assess client needs and recommend appropriate coverage options
- Customer service expertise with a focus on delivering positive experiences in person and over the phone
- Understanding of insurance regulation standards to ensure compliance during all sales activities
- Proficiency in Microsoft Office applications for documentation, reporting, and presentations
- Ability to effectively communicate complex insurance concepts clearly and confidently to clients
This role offers an engaging environment where your proactive attitude and sales expertise will thrive. We are committed to supporting your professional growth while providing a rewarding experience that makes a meaningful impact on our community.
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Work Location: In person
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Questions, answered
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